JPMorgan Core Bond Fund Select Class

 (MUTF:WOBDX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.03%
   
1 week
   
-0.40%  
4 week   +0.04%
   
3 month   +0.00%  
YTD   +0.88%
   
1 year   +1.90%
   
3 years*   +1.74%
   
5 years*   +3.34%
   
*annualized
Best 3 month return+5.60%  
Worst 3 month return-2.93%  

Morningstar statistics

Morningstar category: Intermediate-Term Bond
  Return Risk Rating
3 years Average Below Average
5 years Average Below Average
10 years Above Average Below Average
Overall Above Average Below Average

Key statistics

Total assets30.24B 
Front load-  
Deferred load-  
Expense ratio0.59%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash7.68%  
Stocks0.00%  
Bonds91.67%  
Other0.64%  

Purchase information

Initial$1,000,000  
Additional$0  
11.68-0.02(-0.17%)
Aug 27, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks to maximize total return by investing primarily in a diversified portfolio of intermediate- and long-term debt securities. The fund is designed to maximize total return by investing in a portfolio of investment grade intermediate- and long-term debt securities. As part of its main investment strategy, it may principally invest in corporate bonds, U.S. treasury obligations and other U.S. government and agency securities, and asset-backed, mortgage-related and mortgage-backed securities. The fund's average weighted maturity will ordinarily range between four and 12 years.
Fund filings (PDF) »
Asset managers:
Douglas Swanson (Started: Dec 1, 1991)
Christopher Nauseda (Started: May 31, 2006)
Advisor Company:
J.P. Morgan Investment Management Inc.
Fund family reports on Morningstar »
100 Wood Street, 245 Park Avenue, New York, NY 10167, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* 0.20 0.29 0.58 0.75
Beta* 0.90 0.88 0.88 0.85
Mean annual return 0.23 0.14 0.29 0.40
R-squared* 98.84 97.83 97.13 89.43
Standard deviation 2.97 2.55 2.50 2.93
Sharpe ratio 0.92 0.66 1.36 1.18
* Against standard index

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